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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,389 | $154,209-82.9% | $130,062-79.7% | $139,487-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.74% | 32.52%-16.8pp | -137.37%+153.1pp | 373.84%-358.1pp |
| Employer contribution / active EE | $2,314 | $5,292-56.3% | $4,322-46.5% | $4,755-51.3% |
| Participant deferral / active EE | $2,079 | $6,709-69.0% | $5,821-64.3% | $6,713-69.0% |
| Admin fee / account holder | $1,167 | $13,988-91.7% | $10,601-89.0% | $11,407-89.8% |